Matt Q. is a seasoned professional at Vanguard, where they have served in various roles since 2016, currently holding the position of Sr. Client Excellence Consultant in Vanguard Personalized Indexing within Financial Advisor Services. They previously excelled as a High Net Worth Client Portfolio Consultant and a Retirement Investing Specialist. Matt gained foundational experience as an intern at Raymond James, where they conducted research and assisted in financial reporting. They earned a Master of Business Administration from Villanova School of Business and a Bachelor of Business Administration in Finance with a minor in Information Systems from Loyola University Maryland, while also studying at University College Cork.
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